Accounting & Tax Preparation:
- Accounting & Bookkeeping Services
- Individual & Business Income Tax Returns
- Estate, Gift & Trust Income Tax Returns
- Tax Planning Consultation
- Payroll Services & Sales Tax Preparation
- Business Start Up & Counsel
Financial Products & Services:
Retirement Planning*:
- Retirement Rollovers
- IRA's, SEP's, SIMPLE's, 403(b)'s
- Retirement Needs Analysis
- Beneficiary Review
Insurance Products & Services:
- Annuities*
- Term & Universal Life Insurance
- Disability Insurance
- Long-Term-Care Insurance
Education Planning:
- 529 College Savings Plans*
- FAFSA Questions
- UGMA/UTMA Accounts*
Investment Management*:
- Investment Review & Analysis
- Custom Portfolio Management
Estate Planning:
- Asset Preservation
- Distribution of Assets to Heirs
*These services are offered by Joe Cannova through his affiliation with Avantax.
